Filed September 9, 2011 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,765 | $169,122+31.1% | $77,999+184.3% | $329,111-32.6% |
| Participation rate | 90.3% | 88.4%+1.9pp | 75.5%+14.8pp | 67.9%+22.4pp |
| Annual return | 3.58% | 11.00%-7.4pp | 425.96%-422.4pp | 16.35%-12.8pp |
| Employer contribution / active EE | $4,705 | $5,827-19.2% | $2,470+90.5% | $2,303+104.3% |
| Participant deferral / active EE | $9,502 | $8,046+18.1% | $3,497+171.7% | $3,682+158.1% |
| Admin fee / account holder | $1 | $83-99.4% | $5,480-100.0% | $754-99.9% |